Position in MELI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,177,938
-$11,383,146 QoQ
Shares Held
1,838
-74.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MELI Over Time
Shares Held
Position Value (USD)
Derivatives in MELI
reported options exposure · as of Dec 31, 2025CallValue
$4,028,520
CallShares
2,000
PutValue
$4,028,520
PutShares
2,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026NOMURA HOLDINGS INC holds $318,041,740 across 12 Internet Retail names. MELI ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMZN |
Amazon Com Inc
|
600,280 | $125,020,315 | |
| 2 | DASH |
DoorDash, Inc.
|
560,231 | $84,118,683 | |
| 3 | PDD |
PDD Holdings Inc.
|
389,080 | $39,756,193 | |
| 4 | ETSY |
Etsy Inc
|
779,858 | $38,977,302 | |
| 5 | BABA |
Alibaba Group Holding Ltd
|
83,330 | $10,454,581 | |
| 6 | JMIA |
Jumia Technologies AG
|
1,213,240 | $8,371,356 | |
| 7 | MELI |
Mercadolibre Inc
This page
|
1,838 | $3,177,938 | |
| 8 | JD |
JD.com, Inc.
|
92,089 | $2,723,071 |
All Filings in MELI
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,177,938 | 1,838 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,028,520 | 2,000 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $14,561,084 | 7,229 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $4,028,520 | 2,000 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $13,346,263 | 5,711 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $4,673,879 | 2,000 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $4,673,879 | 2,000 | Put | Defined | 2025-11-14 | |
| 2025-03-31 | $3,901,740 | 2,000 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $3,901,740 | 2,000 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $4,495,962 | 2,644 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $14,623,783 | 8,600 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $17,646,856 | 8,600 | Put | Defined | 2025-01-13 | |
| 2024-09-30 | $2,386,429 | 1,163 | Shares | Defined | 2025-01-13 | |
| 2024-06-30 | $14,133,240 | 8,600 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $2,026,312 | 1,233 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,556,452 | 3,675 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $302,392 | 200 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $13,002,856 | 8,600 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $348,881 | 222 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $2,357,310 | 1,500 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $15,715,400 | 10,000 | Put | Defined | 2024-02-14 | |
| 2023-09-30 | $46,834,219 | 36,939 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $278,381 | 235 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $329,187 | 389 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $526,690 | 827 | Shares | Defined | 2022-08-17 | |
| 2022-03-31 | $851,667 | 716 | Shares | Sole | 2022-05-18 | |
| 2022-03-31 | $118,948 | 100 | Call | Sole | 2022-05-18 | |
| 2021-12-31 | $13,484,000 | 10,000 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $3,407,406 | 2,527 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,600,042 | 3,930 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,456,189 | 8,638 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $9,911,917 | 6,733 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $41,059,641 | 24,510 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,440,780 | 1,331 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,852,261 | 1,879 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $425,553 | 871 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||